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Orion Advisor Services Enhances Integrated Performance Reporting Capabilities

Submitted by Technology Tools for Today on August 2nd, 2013

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider, is delivering more robust performance reporting capabilities to its advisor clients through expanded integrations with Advisoryworld, a leading provider of customizable portfolio analytics and investment planning applications to the financial services market and pietech’s Moneyguidepro, the leading goal-based financial planning software for financial advisors. Streamlined and more robust user experience now includes financial planning data, consistently formatted charts, illustrations and analysis in Report Builder.

The enhanced functionality of these integrations is now available through Orion’s Report Builder solution. Orion customers can utilize AdvisoryWorld’s portfolio risk analytics and investment planning platform to optimize portfolios, to screen for investments and to create reports, which include informative data and charts. AdvisoryWorld’s content, including hypothetical illustrations, Modern Portfolio Theory statistics, comparative proposals and diversification and overlap analysis, will also now have the same font sizes, look and feel as Orion reports. Customers will also experience a seamless integration of financial planning data from MoneyGuidePro into Orion performance reports.

“The partnerships we forge and the integrations we create are all designed to provide advisors with comprehensive resources, driven by sophisticated back-office solutions, to best manage their resources and grow their practices,” said Eric Clarke, President and CEO of Orion. “By enhancing the reports we offer through AdvisoryWorld and integrating data from MoneyGuidePro, we are making our clients’ reports more customizable and dynamic.”

Orion is committed to innovative approaches to streamlining administrative processes through customized web-based portals and branded mobile apps. The Orion Connect app, which allows advisors to utilize Orion’s portfolio management and accounting solution from within Salesforce.com’s customer relationship management (CRM) platform, is another Orion tool delivering consistency across multiple channels. This makes the Orion Connect app the first fully-integrated financial planning and performance reporting app available through the Salesforce.com’s AppExchange.

“Thanks to the content consistency initiated by Orion, our portfolio analytics and investment planning solution can better differentiate the reports compiled by Orion’s customers,” said Michael Wilson, Chief Operating Officer of AdvisoryWorld. “We share Orion’s philosophy that providing advisors with improved back-office efficiencies, including enhanced reporting, is the best way to facilitate increases in their assets under management.”

About Orion Advisor Services, LLC

Orion Advisor Services, LLC, is the premier portfolio accounting service provider founded by and for investment advisors. Orion’s mission is to liberate advisors from their back offices so they can enjoy the client relationship side of their business again. Process-driven solutions bring efficiencies to operational areas including new account set up, trading, reconciliation, fee billing, and client communications. Orion services feature the integration, scale, and customization advisors need to support business growth.

Founded over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent registered investment advisor whose growth was constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers over 350 advisors and administrates over $115 billion in assets for more than 600,000 accounts. For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com.

About PIEtech, Inc.

PIEtech, Inc. is the creator of the leading goal-based financial planning software, MoneyGuidePro™ (MGP). MGP has been selected four years in a row by the Financial Planning Magazine Technology survey, as the most used financial planning software by RIAs. Its popularity is driven by MGP’s unique ability to make sophisticated, goal-based planning fast and easy. PIEtech believes that every investor needs and deserves a high quality financial plan and that every Advisor should have the means to provide it. Because MGP is smart, easy-to-use and adaptable, each Advisor can provide a personalized planning experience for each client. MGP includes retirement and college planning, asset allocation, insurance needs analysis and estate planning. For more information or to register for a free trial, visit www.moneyguidepro.com or call (800) 841-5312.

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